WealthManagement.com – March 2024

At the 2024 T3 conference held in Las Vegas on January 22-25, 2024, CEO Kanishk Parashar explains that by automating the collection of crucial client information, including brokerage and tax statements, estate documents and analyzing discovery calls, Powder transforms raw data into personalized, transparent, and quickly generated proposals.

Watch the video: Introducing Powder: The Generative AI Co-Analyst Revolutionizing Wealth Management.

Scroll to Top

Get in touch

Contact Us

Sponsor T3’s 20th Anniversary Event

Fill out the form below to request sponsorship information: